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Bullock Wealth Management’s MSCI MSCI Stock Holding History

Bullock Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$559 – 625
2026
Q1 		$559 Hold
1
– – ﹤0.01% 598
2025
Q4 		$596 Buy
+1
New +$561 ﹤0.01% 583

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bullock Wealth Management's MSCI Position: Q2 2026 in Review

Bullock Wealth Management sold out of MSCI (MSCI) in Q2 2026, closing a stake of 1 share — an estimated $559 sold.

Bullock Wealth Management first reported a position in MSCI in Q4 2025 and held it in 2 quarters. The position peaked at $596 in Q4 2025. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Bullock Wealth Management reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 1 MSCI share in Q2 2026, an estimated $559.
  • Bullock Wealth Management first reported a position in MSCI in Q4 2025 and held it in 2 quarters.
  • Bullock Wealth Management's MSCI position peaked at $596 in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.